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Pepecries

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- PepecriesPepecries
  ·2024-02-22
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- PepecriesPepecries
  ·2024-02-20
  amazing news!
  Sorry, this post has been deleted
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- PepecriesPepecries
  ·2024-02-17
  hoping for a good outcome!
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- PepecriesPepecries
  ·2024-02-16
  Great news! NVDA to the moon!
  Nvidia Stock Rises. What’s Driving the Chip Maker
  Nvidia wasrising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.Nvidia shares were up 1.7% in premarket trading at$739.The stock closed down 1.7% at $726.58 on Thursday.That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thu
  Nvidia Stock Rises. What’s Driving the Chip Maker
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- PepecriesPepecries
  ·2024-02-13
  it is going to burst soon
  Arm Valuation Hits Stratosphere as AI Frenzy Widens
  Price relative to projected revenue is twice that of Nvidia’sArm’s shares are more expensive than any in the S&P 500 IndexArm Holdings Plc was already one of world’s most expensive stocks for its size
  Arm Valuation Hits Stratosphere as AI Frenzy Widens
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- PepecriesPepecries
  ·2024-02-13
  luck, panic, food @Tiger_comments
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- PepecriesPepecries
  ·2024-02-13
  great news!
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outcome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274882558017752","repostId":"1101336559","repostType":2,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274614175273200,"gmtCreate":1708082447314,"gmtModify":1708087243818,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"Great news! NVDA to the moon!","listText":"Great news! NVDA to the moon!","text":"Great news! NVDA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274614175273200","repostId":"2411963046","repostType":2,"repost":{"id":"2411963046","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1708082100,"share":"https://ttm.financial/m/news/2411963046?lang=&edition=fundamental","pubTime":"2024-02-16 19:15","market":"us","language":"en","title":"Nvidia Stock Rises. What’s Driving the Chip Maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2411963046","media":"Dow Jones","summary":"Nvidia wasrising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.Nvidia shares were up 1.7% in premarket trading at$739.The stock closed down 1.7% at $726.58 on Thursday.That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thu","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia was rising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.</p><p style=\"text-align: start;\">Nvidia shares were up 1.8% in premarket trading at $739.86.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f30124bac03c1eab325e94a7e67d5bf\" tg-width=\"841\" tg-height=\"617\"/></p><p style=\"text-align: start;\">The stock closed down 1.7% at $726.58 on Thursday. That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.</p><p>Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thursday, while keeping an Outperform rating. </p><p>Schafer said he expects a 22% rise in Nvidia’s data-center revenue for the January quarter from the prior quarter and noted investors will be keen for an update on its sales into China in the face of restrictions on advanced chip exports.</p><p>“We see several structural tailwinds driving sustained outsized top-line growth including generative AI, DC/AI accelerators and autonomous vehicles. We believe these factors justify its valuation,” Schafer wrote in a research note. </p><p>Nvidia was rising alongside other chip makers. Advanced Micro Devices was up 0.9% in premarket trading and Intel was up 0.2%</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Rises. What’s Driving the Chip Maker</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Rises. What’s Driving the Chip Maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-16 19:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Nvidia was rising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.</p><p style=\"text-align: start;\">Nvidia shares were up 1.8% in premarket trading at $739.86.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f30124bac03c1eab325e94a7e67d5bf\" tg-width=\"841\" tg-height=\"617\"/></p><p style=\"text-align: start;\">The stock closed down 1.7% at $726.58 on Thursday. That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.</p><p>Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thursday, while keeping an Outperform rating. </p><p>Schafer said he expects a 22% rise in Nvidia’s data-center revenue for the January quarter from the prior quarter and noted investors will be keen for an update on its sales into China in the face of restrictions on advanced chip exports.</p><p>“We see several structural tailwinds driving sustained outsized top-line growth including generative AI, DC/AI accelerators and autonomous vehicles. We believe these factors justify its valuation,” Schafer wrote in a research note. </p><p>Nvidia was rising alongside other chip makers. Advanced Micro Devices was up 0.9% in premarket trading and Intel was up 0.2%</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411963046","content_text":"Nvidia was rising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.Nvidia shares were up 1.8% in premarket trading at $739.86.The stock closed down 1.7% at $726.58 on Thursday. That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thursday, while keeping an Outperform rating. Schafer said he expects a 22% rise in Nvidia’s data-center revenue for the January quarter from the prior quarter and noted investors will be keen for an update on its sales into China in the face of restrictions on advanced chip exports.“We see several structural tailwinds driving sustained outsized top-line growth including generative AI, DC/AI accelerators and autonomous vehicles. We believe these factors justify its valuation,” Schafer wrote in a research note. Nvidia was rising alongside other chip makers. Advanced Micro Devices was up 0.9% in premarket trading and Intel was up 0.2%","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273581809873160,"gmtCreate":1707830228607,"gmtModify":1707832897046,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"it is going to burst soon","listText":"it is going to burst soon","text":"it is going to burst soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273581809873160","repostId":"1134126033","repostType":2,"repost":{"id":"1134126033","kind":"news","pubTimestamp":1707830100,"share":"https://ttm.financial/m/news/1134126033?lang=&edition=fundamental","pubTime":"2024-02-13 21:15","market":"us","language":"en","title":"Arm Valuation Hits Stratosphere as AI Frenzy Widens","url":"https://stock-news.laohu8.com/highlight/detail?id=1134126033","media":"Bloomberg","summary":"Price relative to projected revenue is twice that of Nvidia’sArm’s shares are more expensive than any in the S&P 500 IndexArm Holdings Plc was already one of world’s most expensive stocks for its size","content":"<html><head></head><body><ul style=\"\"><li><p>Price relative to projected revenue is twice that of Nvidia’s</p></li><li><p>Arm’s shares are more expensive than any in the S&amp;P 500 Index</p></li></ul><p>Arm Holdings Plc was already one of world’s most expensive stocks for its size heading into last week’s earnings report. After three days of manic share buying, it’s now in a league of its own.</p><p style=\"text-align: start;\">The stock is priced at 40 times revenue projected over the next 12 months, after jumping more than 90% since the chip designer gave a bullish sales forecast that it attributed in part to artificial intelligence spending. That’s far more expensive than any stock in the Nasdaq 100 or the S&amp;P 500, including Nvidia Corp., according to data compiled by Bloomberg.</p><p style=\"text-align: start;\">The magnitude of the rally in Arm’s shares — to now nearly triple the IPO price — has captivated traders, who have watched the stock add the equivalent of PayPal Holdings Inc.’s market value in the past three days. Despite the rapid gains, the surge doesn’t appear to be driven by short covering with bets against the stock weighing in at just 1% of shares available to trade, according to Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b073a18b54d7aad7566a339fdff4e6\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Arm designs semiconductors used in a wide range of products including smartphones, cars, televisions and appliances. The company is benefiting from a corporate scramble to add artificial intelligence technology, which promises to accelerate Arm’s expansion, Chief Executive Officer Rene Haas said last week. The U.K.-based company forecast sales of $850 million to $900 million in the current quarter, far surpassing analyst estimates.</p><p>Up until recently, the AI chip story has been confined to the accelerator market — chips used to train large language models that underpin generative AI services like ChatGPT. That portion of the industry is dominated by Nvidia with Advanced Micro Devices Inc, Broadcom Inc. and Marvell Technology Inc. seen as having a chance to cash in on the gold rush.</p><p style=\"text-align: start;\">Other chipmakers including Intel Corp. and Qualcomm Inc. have argued that for AI to become a mainstream technology, it has to make it on to end-user devices like personal computers and smartphones. But they’ve been able to show few benefits to their finances, yet.</p><p style=\"text-align: start;\">Arm is the first to back up that assertion with numbers. That’s most notable in its licensing division where it showed that more companies are planning on using its technology to build chips to support their AI ambitions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2008f74edc5ce69aa0731bd063086721\" tg-width=\"801\" tg-height=\"613\"/></p><p>Despite the promise, the stock has risen so far that it’s left even bullish investors concerned that its gains are out of touch with fundamentals. On Feb. 9, Banco Santander analyst Carlos Trevino cut his rating on Arm to the equivalent of sell from buy, citing the difficulty in justifying such a move.</p><p style=\"text-align: start;\">Consider Arm’s revenue growth projections relative to Nvidia’s. Wall Street estimates call for Arm’s sales to rise 23% in the fiscal year that ends in March 2025. Nvidia is expected to see sales jump 60% in its fiscal year that ends in January 2025. That stock is half as expensive as Arm, with a price to estimated sales of about 19 times.</p><p>“In momentum markets you often see people going after certain names, which get started going and then keep going and going,” said Joseph Saluzzi, co-head of equity trading at Themis Trading. “You can worry about valuation and extrapolate what would have to happen for the valuation to be justified, but the market can make you look stupid by continuing to go up.”</p><p>On Wall Street, analysts are mostly bullish. Of the 32 analysts covering the stock, 18 have buy ratings and just three say sell. The average price target sits around $90, which implies a decline of 39% from the stock’s $148.97 closing price on Monday.</p><p style=\"text-align: start;\">Such a drop would not surprise Dennis Dick, head trader at Triple D Trading, even though he notes that momentum can continue to carry the stock higher.</p><p style=\"text-align: start;\">“When stocks are being driven by a story - and this is being driven by the AI story - the valuation takes a backseat,” he said.</p><p style=\"text-align: start;\">“Speculative investors will pay anything, but when valuation matters again, what you’ll have is a gap between what speculative investors and what value or even growth investors are willing to pay. When this stops, there will be no one to sell to.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Valuation Hits Stratosphere as AI Frenzy Widens</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Valuation Hits Stratosphere as AI Frenzy Widens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-13 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-13/arm-valuation-hits-stratosphere-as-ai-frenzy-widens-tech-watch?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Price relative to projected revenue is twice that of Nvidia’sArm’s shares are more expensive than any in the S&P 500 IndexArm Holdings Plc was already one of world’s most expensive stocks for its size...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-13/arm-valuation-hits-stratosphere-as-ai-frenzy-widens-tech-watch?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-02-13/arm-valuation-hits-stratosphere-as-ai-frenzy-widens-tech-watch?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134126033","content_text":"Price relative to projected revenue is twice that of Nvidia’sArm’s shares are more expensive than any in the S&P 500 IndexArm Holdings Plc was already one of world’s most expensive stocks for its size heading into last week’s earnings report. After three days of manic share buying, it’s now in a league of its own.The stock is priced at 40 times revenue projected over the next 12 months, after jumping more than 90% since the chip designer gave a bullish sales forecast that it attributed in part to artificial intelligence spending. That’s far more expensive than any stock in the Nasdaq 100 or the S&P 500, including Nvidia Corp., according to data compiled by Bloomberg.The magnitude of the rally in Arm’s shares — to now nearly triple the IPO price — has captivated traders, who have watched the stock add the equivalent of PayPal Holdings Inc.’s market value in the past three days. Despite the rapid gains, the surge doesn’t appear to be driven by short covering with bets against the stock weighing in at just 1% of shares available to trade, according to Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners.Arm designs semiconductors used in a wide range of products including smartphones, cars, televisions and appliances. The company is benefiting from a corporate scramble to add artificial intelligence technology, which promises to accelerate Arm’s expansion, Chief Executive Officer Rene Haas said last week. The U.K.-based company forecast sales of $850 million to $900 million in the current quarter, far surpassing analyst estimates.Up until recently, the AI chip story has been confined to the accelerator market — chips used to train large language models that underpin generative AI services like ChatGPT. That portion of the industry is dominated by Nvidia with Advanced Micro Devices Inc, Broadcom Inc. and Marvell Technology Inc. seen as having a chance to cash in on the gold rush.Other chipmakers including Intel Corp. and Qualcomm Inc. have argued that for AI to become a mainstream technology, it has to make it on to end-user devices like personal computers and smartphones. But they’ve been able to show few benefits to their finances, yet.Arm is the first to back up that assertion with numbers. That’s most notable in its licensing division where it showed that more companies are planning on using its technology to build chips to support their AI ambitions.Despite the promise, the stock has risen so far that it’s left even bullish investors concerned that its gains are out of touch with fundamentals. On Feb. 9, Banco Santander analyst Carlos Trevino cut his rating on Arm to the equivalent of sell from buy, citing the difficulty in justifying such a move.Consider Arm’s revenue growth projections relative to Nvidia’s. Wall Street estimates call for Arm’s sales to rise 23% in the fiscal year that ends in March 2025. Nvidia is expected to see sales jump 60% in its fiscal year that ends in January 2025. That stock is half as expensive as Arm, with a price to estimated sales of about 19 times.“In momentum markets you often see people going after certain names, which get started going and then keep going and going,” said Joseph Saluzzi, co-head of equity trading at Themis Trading. “You can worry about valuation and extrapolate what would have to happen for the valuation to be justified, but the market can make you look stupid by continuing to go up.”On Wall Street, analysts are mostly bullish. Of the 32 analysts covering the stock, 18 have buy ratings and just three say sell. The average price target sits around $90, which implies a decline of 39% from the stock’s $148.97 closing price on Monday.Such a drop would not surprise Dennis Dick, head trader at Triple D Trading, even though he notes that momentum can continue to carry the stock higher.“When stocks are being driven by a story - and this is being driven by the AI story - the valuation takes a backseat,” he said.“Speculative investors will pay anything, but when valuation matters again, what you’ll have is a gap between what speculative investors and what value or even growth investors are willing to pay. When this stops, there will be no one to sell to.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273565135130864,"gmtCreate":1707826333999,"gmtModify":1707832907172,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"luck, panic, food <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","listText":"luck, panic, food <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","text":"luck, panic, food @Tiger_comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273565135130864","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273561168691280,"gmtCreate":1707825273277,"gmtModify":1707826048456,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"great news!","listText":"great news!","text":"great news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273561168691280","repostId":"2411424339","repostType":2,"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}